Use Cases
- Retrieve account statements and balances from Wise.
- Get real-time currency exchange rates for financial planning.
- Create and manage recipient profiles for international transfers.
- Automate the process of creating quotes for currency exchanges.
- Execute and manage transfers between accounts efficiently.
How It Works
Start the workflow to initiate the process. Fetch account balances and currency information from Wise. Retrieve transaction statements for specified accounts. Create quotes for currency exchanges based on user-defined parameters. Execute transfers and manage recipient profiles as needed.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Connect your Wise account credentials to the workflow.
- 3Configure the profile ID and other parameters as necessary.
- 4Run the workflow to start managing your Wise account transactions.
Apps Used
Wise
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications